商品日报（1月9日）：原油燃料油反弹超3% 多晶硅重挫超8%

Group 1: Commodity Market Overview - The commodity futures market experienced a rebound on January 9, driven by strong performance in precious metals and oil and gas sectors, with the China Securities Commodity Futures Price Index closing at 1619.62 points, up 0.04% from the previous trading day [1] - The China Securities Commodity Futures Index also rose to 2234.88 points, reflecting a similar increase of 0.04% [1] Group 2: Precious Metals Performance - Precious metals showed strong recovery, with palladium leading the market with a rise of over 6%, while platinum and gold also rebounded significantly from their intraday lows [3] - The market for palladium is shifting from a supply shortage to a surplus, influenced by the concentration of demand in automotive catalysts and the rise of electric vehicles, although short-term bullish sentiment may provide some price support [3] Group 3: Oil Market Dynamics - International oil prices surged, with SC crude oil and low-sulfur fuel oil both rising over 3%, driven by geopolitical tensions, particularly in Iran, which raised concerns about potential disruptions in oil production and exports [4] - The market remains focused on the oversupply issue, with expectations that OPEC may increase production in response to rising prices [4] Group 4: Silicon Market Decline - The silicon market faced a sharp decline of over 8% due to regulatory changes and expectations of a return to marginal cost pricing, leading to weakened market sentiment [5] - The shift in regulatory guidance has altered expectations for future silicon capacity clearing, contributing to a significant drop in bullish sentiment previously supported by capacity control [5] Group 5: Nickel Market Trends - Nickel prices continued to decline, with the main contract down 2.67%, primarily due to easing concerns over production cuts from Indonesia [6] - Despite a weak fundamental outlook for nickel, the uncertainty surrounding Indonesian policies may provide some support, leading to expectations of continued price volatility [6] Group 6: Other Commodity Movements - The rubber sector faced downward pressure, with both butadiene rubber and 20 rubber closing down over 2% and 1% respectively [7] - The black series commodities also saw a decline in bullish sentiment, with various products like coking coal, silicon iron, rebar, and hot-rolled coil experiencing different degrees of decrease [7]